Sarah Gordon is an ML&R Wealth Management team member with a high level of expertise and attention to detail. Work with Sarah and ML&R Wealth Management LLC to implement long-term planning strategies and invest with care. Sarah’s approach as a wealth management associate helps you delve into the wealth management process with confidence.
Qualified Professional
Sarah joined the ML&R Wealth Management team in 2008. Austin-based clients work with her and our expert team to meet their long-term goals in the wealth planning process. Sarah helps her clients focus on day-to-day business strategies proven to be effective. She is a qualified Investment Advisor Representative and wealth management associate, and assists in keeping the wealth management department in compliance with SEC regulations.
Wealth of Experience
Sarah began her business career with Plan Data, Inc. in Austin. She gained expertise in administering qualified plans including 401(k) plans and profit-sharing plans with the firm’s clients. With over a decade of experience working with qualified retirement plans, Sarah can accurately assess your needs.
Complimentary Consultation
Our wealth management associates are based in the Austin area and ready to take on new clients today. Let us help guide you through the investment process with our team’s history of attention to detail and experience. Contact us today for a complimentary consultation and build your portfolio with our professional team of financial advisors in Austin.
- Retirement Planning
- Wealth Management
- Compliance
University of North Texas
Bachelor of Science in Economics
Current: Denton Breakfast Kiwanis Club, President and Committee Member; University of North Texas Circle K International, Kiwanis Advisor; First Refugee Ministries, Volunteer
Past: Christian Community Action, Volunteer; American Diabetes Association (ADA), Volunteer; ADA Tour de Cure, Planning Committee
